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Security & compliance
Exporting your data
Download a JSON copy of the records tied to your sign-in, and what to know before deleting an account. Financial report exports are planned.
The short answer
Under Settings → Account, “Your data” downloads a JSON export of records tied to your own sign-in, such as your profile. It requires two-factor sign-in. Profit-and-loss reports and a general ledger in Aptoria are planned. Exporting Schedule E and tax reports from Aptoria is planned.
Download your data
The “Download my data” button under Settings → Account → Your data produces a JSON file of records tied to your sign-in. It asks for two-factor sign-in first, and it lists document details rather than including every stored file.
Before deleting an account
Account deletion is on the same Account screen. Deletion is permanent, so download your data first.
Planned exports
Profit-and-loss reports and a general ledger in Aptoria are planned.
Producing owner statements in Aptoria is planned.
Exporting Schedule E and tax reports from Aptoria is planned.
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